Exercise 3 – Lost Check Report

Introduction

In this exercise, you will create a tool for finding uncleared checks older than a specified date. You'll use input cells with queries and Office Connector functions to make the search interactive. You will learn about the following:

Step 5 - Add Interactivity

As the report exists now, you can change either of the input values and click the Refresh button to see updated results. One odd thing about the behavior, though, is the fact that the Potential Lost Checks counts will update before you click Refresh. This is because we used a TSCount formula for the count, and workbook formulas automatically recalculate whenever one of the inputs changes.
In most cases, you will want to leave query parameters in their default state so you can control how the report refreshes. In some cases, though, you want instantaneous updates similar to workbook formulas, and this example will showcase how to accomplish that.

Right-click cell A10 and select Parameters from the popup menu.

Note -

You can actually right click anywhere inside the query results to bring up the context menu.

You will see the two query parameters listed on the left with BankAccountID already selected.